During onboarding, the Scaler team guides you through a phased data collection process to ensure a smooth and efficient transition onto the platform.
Onboarding strategy
Our approach follows five strategic steps:
- Establish a baseline – Upload core property data to enable portfolio setup.
- Design collection frameworks – Align Scaler with your internal systems and data flows.
- Anticipate data gaps – Identify missing or incomplete data to inform next steps.
- Verify inputs – Validate the accuracy and completeness of collected data.
- Refine and revisit – Ongoing improvements to optimize reporting and analysis.
Data upload methods
You can input data into Scaler using four main methods:
- Manually edit directly in the platform
- API integration (for automated, ongoing imports)
- Survey Tool (for collecting data from internal or external stakeholders)
Phase 1: Establishing a baseline
To initiate onboarding, please share any of the following available data sources:
- GRESB Asset-Level Spreadsheet
- Measurabl QC Report
- Internal Data Warehouse Files
- Scaler template (filled out with as many fields as possible)
Please share your data files with us with your preferred file-sharing tool (Google Drive, Dropbox, OneDrive, etc.)
We use this initial data to populate:
- Asset Characteristics
Asset ID, Asset name, Street address, Postal code, City, State/Province, Country, Property type, Owned since
- Reporting Data
Reporting year, Gross floor area, Common area, Tenant area
- Meters & Consumption
Meter ID, Resource type, Subcategory, Covered area, Start date, End date, Consumption start/end dates, Units
Phase 2: Uploading consumption data
Once the portfolio structure and assets are in place, the next priority is entering consumption data across:
- Energy
- Water
- Waste
- Installations (f-gas equipment)
This data can come from:
- Automated sources (e.g. ESPM or utility APIs)
- The Scaler team will assist with setup — see API: Automated data input
- Bill scrape service
- See more information here
- Bulk uploads via the Scaler Spreadsheet for historical or manually collected data
Phase 3: Adding performance and strategy data
In the final stage, we collect performance, risk, and strategic indicators using the Scaler Spreadsheet. Key data tabs include:
- Certifications
- Risk assessments
- Building improvement measures
- Sustainable characteristics
- Social indicators
- Financial metrics